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| WHAT CRM EXPERTS ARE SAYING |
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Prophet CRM Software from Avidian Superior to ACT!, Goldmine, Maximizer, and Salesforce" |
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| CUSTOMER TESTIMONIAL |
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Prophet performs as advertised and then some. I have used most of the major contact programs over the years and this is the best by far. Because it integrates with Outlook there is nothing to learn. Your sales team will thank you. |
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Steven Parker, President |
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My OnLetterhead |
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| Jane is now taking the opportunity to clean-out defunct contacts
and polish up the good ones. The better the contact list in quantity and
quality, the more effective the user is as a business relationship
professional. |
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| Jane wanted to get two things done to organize her contacts: |
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1. |
Delete or edit old contacts to update with current information |
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2. |
Insert every important contact into a category to make sending
group emails, quick lookups and other organizational tasks easier. Here’s how
to categorize a contact: |
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| a. |
Open the contact by double clicking in the Prophet List Window |
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Click on the Categories button on the lower right hand side |
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Select the categories to add this contact to or create new
categories in the master list. |
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| Next Step – Start Tracking an Opportunity |
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